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Marital Asset Resolutions

We’re Here to Help in a Difficult time

  • Are you getting divorced and need to settle the retirement accounts, investment accounts and other financial assets?
  • Are you already overwhelmed just handling the practical issues of asset settlement?
  • The unfortunate personal circumstance of divorce now requires calculations and an ultimate division of the assets of the marriage.
  • We are long-time, experienced, retirement and asset planning professionals.
  • We offer two levels of services. Hourly Services and Divorce Settlement Planning Services.

Hourly Services

We offer hourly services for obtaining the information necessary to calculate the division of certain marital assets. We can provide calculations for the following types of retirement and non-retirement accounts:

  • 401(k)
  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension (SEP)
  • Simple IRA
  • Roth IRA
  • 403(b) Tax Sheltered Accounts
  • California State Teachers’ Retirement System
  • 457(b) Deferred Compensation
  • California Public Employees’ Retirement System
  • Annuity Contracts
  • Regular Mutual Funds
  • Brokerage Accounts
  • Assets held by Banks
  • Assets held by Credit Unions
  • Assets held by Insurance Companies
  • Life Insurance Contracts

Divorce Settlement Planning

You may also choose to use our services to complete the required paperwork to correctly divide the accounts, properly register accounts, identify new beneficiaries, and serve as the Representative of Record.

We work in conjunction with attorneys and tax professionals, or assist individuals representing themselves. We will meet with clients together or separately in a mutually agreeable location.

Through the Marital Asset Resolution process, assisting divorcing couples with an accurate and peaceful settlement during a difficult time is a premier goal.